Project ROUNDTABLE Docs
Government ledger

Organizations

Find registered organizations, read their profiles, set review status, and add internal notes

Click Organizations in the top menu for the directory of every industry organization registered in the pilot.

Organizations list

The organizations list, filterable by status and technology tag.

Finding an organization

The filters above the list narrow it down. Set any combination and click Filter:

FilterUse it to
CommandShow organizations connected to a particular command.
StatusShow only NEW, UNDER REVIEW, ACTIVE, WATCHLIST, or INACTIVE organizations.
Technology tagShow organizations working in one technology area.
Small businessTick to show only small businesses.

If nothing matches, a Clear filters link resets the list. For free-text searching across everything — not just organizations — use Search.

Each row shows the organization name, type, status, location, technology tags, and how many submissions and engagements it has. Click the name to open the full profile.

Reading an organization profile

The profile brings together everything known about the organization:

  • Status badge — the current review status.
  • Type, location, small business, nontraditional — basic facts, as provided by the organization.
  • Description and technology tags — the organization's own words.
  • CAGE and UEI — federal identifiers, if supplied.
  • Registered contacts and registration date.
  • Submissions — everything the organization has sent, with status. Attachments can be opened from here.
  • Engagement timeline — every recorded interaction, across all commands.
  • Inter-organizational dialogue — internal government coordination notes about this organization.

Organization detail

An organization record: profile and tags on the left; its submissions, engagement timeline, and cross-command dialogue notes on the right.

Where each fact comes from

Profile details and submissions are industry-provided and may be incomplete or optimistic. Engagements and dialogue notes are government-entered. Automated matches are routing hints. Keep those distinctions in mind before treating anything here as a government assessment.

Changing an organization's review status

Available to POCs, Command Leads, and administrators. Read-only accounts do not see the control.

Open the organization's profile.
Find the Set status: dropdown near the top of the page.
Choose the new value. The change saves immediately — there is no separate save button, and no confirmation prompt.

What each value means, and when to use it:

StatusSet it when
NEWDefault on registration; nobody has reviewed the profile yet.
UNDER REVIEWYou or a colleague are actively verifying the organization's information.
ACTIVEThe information has been verified and the organization is in good standing.
WATCHLISTSomething warrants closer attention on future interactions. Record the reason as a dialogue note.
INACTIVEThe organization is no longer participating. The record stays, dormant.

If the change fails you will see "Unable to update status." Reload the page to check whether it saved before trying again. Every status change is recorded in the audit log with your account.

WATCHLIST and INACTIVE affect how colleagues treat an organization. Always add a dialogue note explaining a change so the next person understands it.

Adding an internal dialogue note

Dialogue notes are how commands coordinate about an organization. Industry users never see them.

Scroll to Inter-organizational dialogue on the organization's profile.
Click into the box — its prompt reads Add a cross-command coordination note…
Type your note. Up to 4,000 characters.
Click Post note. It appears in the list with your name and the date. While saving, the button reads Posting….

Good notes are short, factual, and useful to someone else: "NAVWAR met them at Sea-Air-Space; their autonomy work overlaps with the undersea portfolio — coordinate before a site visit."

Do not use notes for evaluations of a company's worth, personal opinions, anything source-selection-related, or anything classified. They are official records.

Logging an engagement from the profile

The + Log engagement button on the profile opens the engagement form with this organization already selected. See Engagements.